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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,014 | $160,059-90.0% | $140,019-88.6% | $135,380-88.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -15.77% | 911.48%-927.2pp | 651.17%-666.9pp | 519.81%-535.6pp |
| Employer contribution / active EE | $2,225 | $6,420-65.3% | $5,605-60.3% | $4,779-53.4% |
| Participant deferral / active EE | $7,898 | $7,641+3.4% | $6,927+14.0% | $5,609+40.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |